Market Cap
$58.7B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 25, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 24, 2026 | Morgan Stanley | MAINTAIN | Equal-Weight | 55% |
| Aug 11, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Aug 6, 2026 | DA Davidson | MAINTAIN | Neutral | 53% |
| Aug 5, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Aug 5, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Jul 16, 2026 | RBC Capital | MAINTAIN | Sector Perform | 55% |
| Jul 14, 2026 | Stephens & Co. | DOWNGRADE | Equal-Weight | 54% |
| Jul 9, 2026 | Wolfe Research | UPGRADE | Peer Perform | 52% |
| Jun 23, 2026 | Barclays | MAINTAIN | Underweight | 54% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 3 | 14 | 3 | 0 | 29% | |
| Aug 1, 2026 | 4 | 3 | 14 | 3 | 0 | 29% | |
| Jul 1, 2026 | 5 | 3 | 12 | 3 | 1 | 33% | |
| Jun 1, 2026 | 5 | 3 | 11 | 3 | 1 | 35% | |
| May 1, 2026 | 5 | 3 | 12 | 3 | 1 | 33% | |
| Apr 1, 2026 | 5 | 3 | 12 | 3 | 1 | 33% | |
| Mar 1, 2026 | 5 | 3 | 13 | 3 | 1 | 32% | |
| Feb 1, 2026 | 5 | 3 | 13 | 3 | 1 | 32% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $11.65 | $11.41–$11.89 | 14.1% | -0.2% | 4↑ 10↓ | $5.1B | 16 |
| Next Q | $11.14 | $10.84–$11.53 | 18.0% | -0.2% | 11↑ 2↓ | $4.8B | 16 |
| Current FY | $46.44 | $45.46–$46.83 | 17.6% | -0.0% | 14↑ 2↓ | $19.7B | 18 |
| Next FY | $50.99 | $49.49–$52.91 | 9.8% | -0.1% | 13↑ 1↓ | $21.1B | 19 |
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $11.655 | — |
| 7d ago | $11.681 | -0.027 |
| 30d ago | $11.681 | -0.027 |
| 60d ago | $11.773 | -0.119 |
| 90d ago | $11.770 | -0.116 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 4,633,213 | $6.3B | 16.6% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 2,881,429 | $3.9B | 10.3% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 2,306,592 | $3.1B | 8.3% | — |
| STATE STREET CORP | 2,008,993 | $2.7B | 7.2% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 1,370,120 | $1.9B | 4.9% | — |
| WELLS FARGO & COMPANY/MN | 892,084 | $1.2B | 3.2% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 775,644 | $1.1B | 2.8% | — |
| Clearbridge Investments, LLC | 754,171 | $1.0B | 2.7% | — |
| NORTHERN TRUST CORP | 605,019 | $823.1M | 2.2% | — |
| PARNASSUS INVESTMENTS, LLC | 602,775 | $820.0M | 2.2% | — |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FMR LLC | ADD | 314,661 | 510,630 | +62.3% | $694.7M |
| NORGES BANK | NEW | — | 487,087 | — | $662.6M |
| JPMORGAN CHASE & CO | ADD | 298,451 | 382,067 | +28.0% | $517.1M |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | ADD | 168,458 | 212,068 | +25.9% | $288.5M |
| Neuberger Berman Group LLC | ADD | 130,907 | 197,952 | +51.2% | $269.2M |
| D. E. Shaw & Co., Inc. | ADD | 101,750 | 172,597 | +69.6% | $234.8M |
| CITADEL ADVISORS LLC | ADD | 107,928 | 170,572 | +58.0% | $232.0M |
| AMERICAN CENTURY COMPANIES INC | ADD | 110,059 | 150,899 | +37.1% | $205.3M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 101,336 | 131,258 | +29.5% | $178.6M |
| BARCLAYS PLC | ADD | 93,474 | 130,148 | +39.2% | $177.1M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | KLEIN CHRISTOPHER J | Director | AWARD | 2 | $1,309.49 | $2.6K |
| Sep 1, 2026 | NOVICH NEIL S | Director | AWARD | 64 | $1,309.49 | $83.8K |
| Sep 1, 2026 | NOVICH NEIL S | Director | GIFT | 64 | — | — |
| Sep 1, 2026 | White Steven Andrew | Director | GIFT | 5 | — | — |
| Sep 1, 2026 | Watson Lucas E | Director | AWARD | 12 | $1,309.49 | $15.7K |
| Sep 1, 2026 | SANTI ERNEST SCOTT | Director | AWARD | 20 | $1,309.49 | $26.2K |
| Sep 1, 2026 | Perez Beatriz R | Director | AWARD | 10 | $1,309.49 | $13.1K |
| Sep 1, 2026 | White Steven Andrew | Director | AWARD | 5 | $1,309.49 | $6.5K |
| Sep 1, 2026 | Williams Susan Slavik | Director | AWARD | 4 | $1,309.49 | $5.2K |
| Sep 1, 2026 | Davis George S | Director | AWARD | 2 | $1,309.49 | $2.6K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Jul 13, 2026 | Jared Moskowitz | D | HOUSE | SELL | $1,001 - $15,000 | Grainger (W.W.) Inc | Aug 28, 2026(47d) |
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Grainger (W.W.) Inc | May 13, 2026(31d) |